Filed January 13, 2021 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,029 | $65,118-20.1% | $76,768-32.2% | $55,725-6.6% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | 85.42% | -1.27%+86.7pp | 2.43%+83.0pp | 244.93%-159.5pp |
| Employer contribution / active EE | $4,644 | $1,941+139.3% | $2,485+86.9% | $2,078+123.5% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $116-98.6% | $6,675-100.0% | $115-98.6% |